Insightly

"Very satisfied customer"

What do you like best about Insightly CRM? Insightly CRM has allowed our team to track growth from the entire sales process. i.e. lead conversion, contacts, opportunies, reporting etc. The CRM tool is very easy to navigate, teach and maintain. I love the dashboards! What do you dislike about Insightly CRM? I geniunely do not have anything that I dislike about Insightly CRM. What problems is Insightly CRM solving and how is that benefiting you? Insightly CRM is solving recording our leads, ...

"Insightful CRM helps you find leads and monitor sales activity"

What do you like best about Insightly CRM? Insightful CRM is an excellent software for automating digital marketing operations, and it's easy to use right out of the box. Seeing our customer base grow thanks to the intelligent approach to finding new leads has been very rewarding. It has been very successful since we are always in touch with our potential customers. Insightful CRM's ability to help companies learn more about the wants and needs of their consumers is a great advantage. ...

"VERY SATISFIED WITH PERFECT PRODUCT FOR MY NEEDS"

What do you like best about Insightly CRM? The ease at which I can link all my clients and projects and all relevant correspondence, files, images, etc for quick access and project status. I have really appreciated the ease at which I have been able to customize the system to suit my business. What do you dislike about Insightly CRM? I am a one-person call center, so I would love to be able to link the Insightly ticket system to my years of data, etc., from using Insightly. Have to use 3rd ...

"Efficient CRM solution with user-friendly interface and valuable analytics."

What do you like best about Insightly CRM? Insightly CRM has truly revolutionized the way we manage client interactions and streamline our corporate processes. This platform provides a complete solution that caters to our every need, making it a valuable asset for our business.and it also have user friendly interface What do you dislike about Insightly CRM? One area of concern is the lack of customization options. While the basic features and functionalities are sufficient, there are ...

"CRM that's perfect for small business"

What do you like best about Insightly CRM? Insightly CRM has an easy interface that allows us to customize the program for our individual company. Since we are a small company and don't have a dedicated IT department, the ability to get these adjustments completed quickly and easily has made a huge difference and definitely helped us grow over the past 3 years. Also, Brian Revak, our assigned customer success manager, is an amazing partner who is always available with helpful insights and ...

"Easy to Use & Intuitive CRM"

What do you like best about Insightly CRM? Insightly is quick and easy to use. I can record call details in under a minute. It is easy to search and group information that I may need to look at, and it is easy to filter info so that I see just what I want to see. We also use the invoice function and that is super fast. I appreciate the ease of use more than anything! What do you dislike about Insightly CRM? The only complaint is that it logs you out after non-use fairly quickly. I ...

"I love Insightly"

What do you like best about Insightly CRM? That we were able to create a project page inside a project page. What do you dislike about Insightly CRM? I dislike that the information doesn't always flow between the object link connected to the project page What problems is Insightly CRM solving and how is that benefiting you? It helps with the organization and tracking of our customers project

"An easy to use and seamless experience"

What do you like best about Insightly CRM? Everything you need in a CRM is all here. From top to bottom, the CRM is organized in such a way that you are able to find anything and everything in a very easy and seamless fashion. What do you dislike about Insightly CRM? Perhaps its because I have more access with my workplace than others but at first, it was hard to understand the layout. Maybe have some kind of a walkthru to help new people get a grip on what going on? What problems is ...

"I used Insightly as an order management system."

What do you like best about Insightly CRM? Insightly had the ability to pull reports and also manipulate the data/how you want to see the report, which was helpful. I also appreciated the automatic emails that were sent to the customers to confirm orders. What do you dislike about Insightly CRM? Nothing I disliked, it was a great CRM. OUr company moved away simply because we were growing. What problems is Insightly CRM solving and how is that benefiting you? Very helpful when pulling data. ...

"Insightly is a Game Changer!"

What do you like best about Insightly CRM? I love the Customized Objects you can create! What do you dislike about Insightly CRM? The lag time we experience with updates. What problems is Insightly CRM solving and how is that benefiting you? Being able to track status of projects especialy through reports and customized objects